Postaus

#CostcoQ4EarningsWatch Costco and Micron are reporting days apart, but they're testing two very different economies 👀 Costco's Q4 sales hit $93.9B, up 11.3%. Now I'm watching membership renewals and margins for signs the consumer is still healthy. Micron guides for ~$50B revenue with an eye-popping ~86% gross margin. One tests household spending. The other tests AI infrastructure demand. If both deliver, this rally may have broader support than just the AI trade.